Banking Junior Financial Advisor

16 hours ago


Kolkata, West Bengal, India Freelancer Raju Sen Full time

We are seeking a motivated Banking Junior Advisor to join our team. This entry-level position is ideal for freshers looking to start their career in the banking sector.

Key Responsibilities
  • Assist clients with their banking needs and provide expert advice on banking products and services.
  • Conduct financial assessments to understand clients' needs and recommend appropriate solutions.
  • Support senior advisors in preparing financial plans and documentation for clients.
  • Maintain accurate records of client interactions and transactions.
  • Stay updated on banking regulations and compliance requirements.
  • Participate in training programs to enhance product knowledge and customer service skills.
Requirements
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
  • Basic understanding of banking products such as loans, savings accounts, and investment options.
  • Ability to work in a team environment and collaborate with senior advisors.


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